Position in SWK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$788,443
+$403,583 QoQ
Shares Held
8,377
+54.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 766 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $23,198,570 across 5 Tools & Accessories names. SWK ranks #5 (3.4% of the industry book) .
All Filings in SWK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,443 | 8,377 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $384,860 | 5,416 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $339,979 | 4,577 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $273,088 | 3,674 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $801,347 | 11,828 | Shares | Sole | 2025-08-27 | |
| 2022-12-31 | $250,600 | 3,336 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,017,132 | 26,820 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,438,673 | 32,793 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,289,374 | 37,838 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,993,024 | 47,678 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,628,646 | 37,811 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,750,876 | 37,811 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $7,116,438 | 35,641 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $334,442 | 1,873 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,002,484 | 18,511 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||